Next, use the online invoice generator to enter the costs of each item sold, or the hourly rate agreed and the number of hours worked. Remember to add how many of each item was sold if relevant. Using a clear line by line description of the goods you’ve sold - or the services you’ve provided - is crucial to avoid confusion. Description of goods sold or services rendered Your client will easily be able to see they’re dealing with the most recent payment request, and also double check when the money is due. Date of sending invoiceĪdd the date the invoice is sent - alongside the date that the payment is due. This avoids confusion, and makes sure your customer will always know how to get in touch if they have any queries - or when they want to buy from you again. Company name and detailsĪ professional invoice will include your business’s legal name and contact details like your address, phone number, and email. These contact details should include an address, phone number, and email address. Name and details of clientįor your own records, when you create an invoice it’s important to add the name and contact details of your client. You may also add a purchase order number to the invoice as another method of tracking your business activity. Using a unique invoice number can help keep track of multiple invoices, and make reconciling your company accounts easier. Use our free invoice creator to add a logo to make the invoice reflect your company brand and give it an even more professional look. It also makes it easy for the customer to see the document is an invoice - which needs paying - as opposed to a quote or receipt which can look similar. Simple.Īdding a header which clearly identifies the document as an invoice can make it simpler to review your records, complete your accounts and submit tax filings. Get paid for free using your local bank details for the US, UK, Eurozone, Australia, New Zealand and more. Get paid using your Wise bank account details. Send it to your client by email to get paid quicker.ĥ. You’re ready to download your completed document as a professional looking PDF, adding password protection if you need it. Make sure you’ve included your full bank details so your customer can settle up. Add tax and calculate the amount due, noting payment terms.ĭouble check all your information, and add in other important payment details like the currency and requested payment deadline. Add line by line details of billable work, including a clear description, piece or hourly rate, and quantity.ģ. Include line items with descriptions of billable work, and agreed rates.Įnter all the details of the work you’re invoicing. Using sequential invoice numbers also makes it easier to track and reconcile paperwork and payments.Ģ. Fill in your company and contact information, date and invoice number.Ĭreate a professional first impression and make it easy for your client to see all your company and contact details. When you’ve added all this information, total up the costs and add any taxes necessary for your location.įinally, your invoice should include payment terms, such as how much time the customer has to pay after the invoice date.1. Different products should be listed on their own lines. Indy takes care of invoice number sequencing for you with each new invoice you make - you just need to sign up for Indy to take advantage of it.Īfter this, you simply add the information about the goods and services you have provided and what they cost the customer. You also need an invoice number, which should be sequential with every other invoice for your business. Then, add the date the invoice is created. To get started, begin with the company details for yourself and your customer. Invoices should be kept electronically or in a filing system using invoice numbers or some other system of organization. However, best practice is to create invoices with the information in the generator above. You can even write one on the back of a napkin at your local coffee shop.
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